Allworth Financial’s Crestwood Equity Partners LP CEQP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-741
| Closed | -$21.7K | – | 3685 |
|
|
2023
Q3 | $21.7K | Hold |
741
| – | – | ﹤0.01% | 1466 |
|
|
2023
Q2 | $19.6K | Hold |
741
| – | – | ﹤0.01% | 1554 |
|
|
2023
Q1 | $18.5K | Hold |
741
| – | – | ﹤0.01% | 1499 |
|
|
2022
Q4 | $19.4K | Hold |
741
| – | – | ﹤0.01% | 1376 |
|
|
2022
Q3 | $21K | Hold |
741
| – | – | ﹤0.01% | 1283 |
|
|
2022
Q2 | $18K | Buy |
741
+305
| +70% | +$7.41K | ﹤0.01% | 1293 |
|
|
2022
Q1 | $13K | Buy |
+436
| New | +$13K | ﹤0.01% | 1423 |
|
|
2015
Q4 | – | Sell |
-180
| Closed | – | – | 673 |
|
|
2015
Q3 | $0 | Buy |
+180
| New | – | ﹤0.01% | 653 |
|